Charge for membership, on a schedule you set
Subscription & Dues Billing
Put a price on a membership tier and collect it when it falls due, with renewals, lapses and reinstatements handled against the same record you already keep.
Features
Portal payment and billing features
Money moves through the same place as everything else. Charge for membership, sell tickets to your events, run a store, price a quote and send the invoice, all against the records you already keep.
Monetise
Revenue flows through the same place
Quote it, price it, sell it, invoice it, all against the tiers you already run.
23 features
Sell event tickets
Event Ticketing Payments
Set a ticket price per event, take the money at the point of booking, and keep capacity, attendance and payment on one record.
Sell from a store inside your portal
Digital & Physical Goods Store
List digital downloads and physical items, take the order through the portal, and price them per tier where a membership earns a better rate.
Run discounts to boost sales
Discount and Promo Codes
Issue codes against particular plans, product categories or event categories, with your own limits on who can redeem them and for how long.
A shop front you lay out yourself
Shop Page Sections
Add rows of products and tiles of categories to any page: a category’s products, your own picks, the newest or what’s on offer. Build your shop’s home page from them and make it your portal’s front page.
Customers find it in seconds
Product Search
A search box in your portal header finds products by name, and searching for a category brings up everything in it. Results keep the shopper’s sort order and layout.
Describe products your way
Custom Product Fields
Add the fields your products need: text, numbers, yes or no, or a fixed list of options such as brand. Every product gets them, so details stay consistent across your catalogue.
Free delivery over a threshold
Shipping Rates
Set a default delivery rate, cheaper or free shipping above an order total, and a rate of its own for any plan. The cart applies the cheapest rate the buyer qualifies for and tells them how much more to spend for a better one.
Raise the order value at checkout
Checkout Upsells
Choose the products and categories to suggest at checkout. Buyers see up to six they don’t already have, each added with one click.
Every order, from placed to delivered
Shop Order Management
Approve orders yourself or let them approve automatically, then mark them delivered, cancel them, or record them as paid or refunded. Customers follow each order’s status, totals and payment details from their own purchases page.
Order updates in your own words
Custom Order Emails
Rewrite the emails customers get when an order is received, approved, delivered or cancelled. The order’s details are added underneath automatically.
Products that show up in search
Product SEO
Every product page carries its own title, description, preview image and structured data for its price and category. Products and categories go into your portal’s sitemap, so search engines find them.
Your products on Google Shopping
Google Merchant Center Feed
Your portal publishes a product feed for Google Merchant Center, with every variant’s price, photos, GTIN, colour and size. Add the feed’s address in Merchant Center once and Google keeps your listings in step with your shop.
Contacts move themselves up or down a tier
Self-Service Tier Upgrades
An account changes its own plan from inside the portal, and access and billing follow the change. You set which tiers are open to move to and which are not.
Let accounts bring people in and earn a share
Referral & Affiliate Earnings
Give an account its own referral link and set what it earns when somebody joins or buys through it. Referrals, earnings and what you owe are tracked against the account.
They ask, you price it
Custom Quote
An account asks for a service or an item through a form you design, with the detail you need to put a figure on it. The request arrives in your queue with everything attached.
Send, accept, requote and record
Interactive Quote Workflow
Build the quote from the request and send it, and the account accepts or declines it in the portal. A declined quote goes back for a revised one, and every version is kept.
Track what you agreed through to delivery
Order & Job Tracking
An accepted quote becomes a deliverable with the stages you set, and the account watches it move without asking where things are. Each step is stamped with who moved it and when.
Invoices go out on their own
Automated Invoicing
Subscriptions, tickets, orders and accepted quotes raise their own invoice with your details on it. Every account finds its invoices in one list, whenever it wants them.
Bill for anything
Manual Billing
Write an invoice for something the portal didn’t sell: a one-off fee, a joining charge, work agreed away from the portal. It is paid, chased and recorded like any other.
The right tax on every line
Automated Tax Calculation
Get tax worked out for you. Set your rates and how they apply, and tax is calculated per line and shown on the invoice. What was charged, and at which rate, stays on the record.
Take payment the way your accounts prefer
Flexible Payment Methods
Offer the methods that suit the people you deal with and let them keep one on file. Renewals and repeat orders use it without anybody re-entering anything.
Organisations pay from one place
B2B Organisation Billing
An organisation account holds its own payment method, so whatever its people buy bills to the organisation rather than to them. Owners choose who is allowed to use it.
The rest of the portal
Each theme covers a different part of what a portal does. Here is where the others go.
Brand
Branding & domain
Your brand leads. Your domain, your colours, your logo, all the way through.
Onboard
Onboarding & access
Open registration or an application you review yourself, no rebuild required.
Publish
Content & membership
Every document and announcement stays visible only to who you choose.
Engage
Community & engagement
A board to post on, a poll to answer, a question to raise and somebody to answer it.
Record
Records & compliance
Every acceptance, submission and decision is kept for you automatically.
Integrate
Reporting & integrations
Your numbers on a dashboard, your ledger in step, and the rest of your stack wired in.